Senior FinTech Implementations Manager

Clearwater Analytics; New York, Northern (NY, KY); Hybrid; USD 102,000 - 144,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics is seeking an Implementations Project Manager to define scope, craft implementation plans, and coordinate internal, client, and third-party resources. You’ll drive on-time delivery, provide regular updates, and oversee transitions from Sales to Global Delivery and to Client Services.

You’ll manage budgets, pursue service improvements, and lead high-level steering committees with C-level clients, all while ensuring strong client relationships and successful go-lives.

Qualifications

• Bachelor’s & master’s in finance or accounting.
• Financial services experience (investment, banking, insurance, FinTech).
• Experience implementing software solutions in Asset Management/Insurance space.
• 7+ years of project management and implementation with external clients.

Responsibilities

• Create and manage detailed project plans for the assigned portfolio.
• Manage and coordinate internal CW, client, and third-party resources for project workstreams.
• Generate weekly status reports and hold weekly status meetings with clients and the project team.
• Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
• Handle project commercials, including revenue recognition forecasts and unbilled bookings.
• Manage and report on resource allocation for the assigned portfolio.
• Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
• Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
• Facilitate a successful transition to the steady-state servicing team.
• Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

Skills

Project management

Client facing

Resource coordination

Budget management

Strategic planning

Change delivery

SaaS

Fintech

Education

Bachelor’s & master’s in finance or accounting

Tools

JIRA

Clarizen

Salesforce

Excel

Job description

Clearwater Analytics is seeking an Implementations Project Manager to define scope, craft implementation plans, and coordinate internal, client, and third-party resources. You’ll drive on-time delivery, provide regular updates, and oversee transitions from Sales to Global Delivery and to Client Services.

You’ll manage budgets, pursue service improvements, and lead high-level steering committees with C-level clients, all while ensuring strong client relationships and successful go-lives.